Lee, Danner & Bass’s Cardinal Health CAH Stock Holding History

Lee, Danner & Bass’s Portfolio CAH Stock Details CAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-295	Closed	-$34.9K	–	287
2024 Q4	$34.9K	Buy	+295	New	+$34.4K	﹤0.01%	391

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee, Danner & Bass's CAH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Cardinal Health (CAH) in Q1 2025, closing a stake of 295 shares — an estimated $34.9K sold.

Lee, Danner & Bass first reported a position in CAH in Q4 2024 and held it in 1 quarter. The position peaked at $34.9K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

Lee, Danner & Bass reported no remaining Cardinal Health position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 295 Cardinal Health shares in Q1 2025, an estimated $34.9K.
Lee, Danner & Bass first reported a position in Cardinal Health in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Cardinal Health position peaked at $34.9K in Q4 2024.
1,148 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.